WHO are we looking for?   CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Portfolio Implementation Associate who will work in conjunction with the Investment Group to manage accounts. As a Portfolio Implementation Associate, you will operate to ensure accounts are invested according to their chosen strategy and abide by any client instructions and restrictions.   From day one, you will have an impact on the efficiency and effectiveness of our daily operations, and a lasting influence on our growth plans. Our ideal candidate is comfortable working with all levels of management to gain an in-depth understanding of our strategy and services. They will maintain the highest professional and ethical standards, be well-organized, service-oriented, collaborative, and accountable while performing under tight deadlines. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an Institutional Advisor to serve and grow a $1 million+ institutional consulting practice in multiple markets. The Institutional Advisor role is responsible for building and servicing a practice of institutional clients including investment committees, nonprofit boards and executives, qualified plan sponsors, fiduciaries, key executives in nonqualified plans and plan participants – to include endowments, foundations, institutional asset pools, 401(k), 403(b), defined benefit, and nonqualified plans. For defined contribution clients, we seek the “mid-market” which we define as plans of $25 to $500 million in assets. For endowment & foundation clients, we seek assets in the range of $5 million to $250 million.

WHO are we looking for?   CAPTRUST is seeking a Financial Planner who will deliver high-level service to clients at our firm. The Financial Planner will work closely alongside Financial Advisors to enhance the productivity and quality of services provided to clients. He or she must fit within our culture of integrity, teamwork, and putting clients’ interests first. Primary responsibilities include, but are not limited to:

WHO are we looking for?   An energetic Financial Advisor Relationship Manager who will deliver high-level customer service to clients to the firm.  The Financial Advisor Relationship Manager will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients.  A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. The position is located in The Woodlands, TX. 

WHO are we looking for?   CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain institutional client relationships. These relationships may consist of corporate retirement plan investment committees, human resource or employee benefit contacts, and external vendor partners. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of new CAPTRUST client accounts. This position acts as a liaison between internal CAPTRUST departments and our custodians (Charles Schwab, Pershing Advisor Solutions, Fidelity, and TD Ameritrade). The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. Must be adaptable, show ability to retain information and possess a strong attention to detail and interpersonal skills. This is a full-time position working Monday through Thursday from 8:30 a.m. to 5:30 p.m. and Friday from 8:30 a.m. to 4:00 p.m. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking an Associate II to join our Compliance Team. You will work with a Senior Compliance Manager to assist with compliance controls, multiple database systems, and maintaining compliance data integrity. Additionally, you will be assisting with compliance journaling, insurance/securities licensing, tracking continuing education, and file management.   Our ideal candidate has an eagerness to enhance their acumen in the investment adviser industry and would like to grow in a tight-knit, collaborative Compliance team with an established SEC-registered investment adviser and registered broker-dealer motivated to focus exclusively on the best interests of their clients. They will assist with compliance functions relating to CAPTRUST’s investment advisory and broker dealer business with an emphasis on the firm’s compliance controls and data. In addition to a Senior Compliance Manager, they will work with their immediate compliance team on a day-to-day basis. The individual should have knowledge about the basic compliance responsibilities of registered investment advisers. The candidate must maintain the highest professional and ethical standards, be well-organized, and capable of performing under tight deadlines. The ideal candidate is also someone who will be self-motivated to research and enhance their understanding of registered investment adviser and broker-dealer rules, regulations, and best practices.

WHO are we looking for?   A dynamic, energetic WealthRelationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This is a full-time position working Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m. in our Dallas, TX, office location.

WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others:

WHO are we looking for?   An enthusiastic and motivated Junior Business Development Associate to join our team. This role involves servicing existing clients while also assisting in the acquisition of new clients for our firm. As a key member of our business development team, you will have the opportunity to contribute to our growth strategy. If you're passionate about business development and eager to kick-start your career in a dynamic environment, we encourage you to apply and become a valuable part of our team.

WHO are we looking for? CAPTRUST is seeking a Senior Administrative Associate who will be responsible for high-level administrative support for the firm. This role will be responsible for greeting office guests, answering incoming telephone calls, directing calls to appropriate team members, and other duties as needed. This dynamic role requires the ability to think critically, anticipate needs, and offer solutions to problems with a high level of professionalism and confidentiality. A meticulous attention to detail and strong organizational skills while multi-tasking are also a must. Primary responsibilities may include the following, among others:

CAPTRUST is seeking an Account Manager. The Account Manager is responsible for building and maintaining relationships with clients, ensuring that they receive a high level of service and are satisfied with the products or services provided. They work closely with other members of the firm to develop and implement strategies to increase engagement and make awareness of the benefits being offered by the client. The Account Manager will work closely with internal partners to ensure that all parties are communicated with, and that the client has a seamless delivery of services.

WHO are we looking for?   CAPTRUST Lone Tree seeks a dynamic Financial Plannerwho will work with other advisors and staff members (we have a team-based approach) to lead and support client relationships to provide world-class service. A competitive salary plus bonus, depending on experience, and expanding responsibilities with a rapidly growing firm are offered for this role.   Initial review will begin within 3 days of the job opening and will be open until filled. 

CAPTRUST is seeking a Bookkeeper to assist in managing our client’s day-to-day accounting and investment accounts. Excellent organizational skills and accuracy are important qualifications for this position, as well as good client relations and the ability to communicate clearly.  The ideal candidate for this position is a skilled multi-tasker, is reliable and is committed to consistently meeting deadlines.  This is not your typical bookkeeper position!  There are some similarities to a public accounting firm, but most work is geared towards investment and tax compliance.

CAPTRUST is seeking a dynamic Associate Producer and Video Editor to join its in-house corporate marketing team, focused on video production in support of the firms’ marketing initiatives, client communications, business development efforts, and recruiting and acquisition needs. CAPTRUST’s marketing strategy is a combination of the high-level activities listed below, which are intended to support the firm’s growth efforts and the needs of its retirement plan, endowment and foundation, and wealth management clients.   - Targeted messaging communicated through automated marketing platforms and applications, media outlets and publications, corporate websites, and social media - Successful application and delivery of the brand through print, electronic, and in-person media to create a consistent and world-class experience for all interactions - Real-time support for business development opportunities based on market intelligence, historical data and trends, and understanding of the opportunity to ensure a successful outcome - Brand awareness and prequalification of wealth and institutional advisors and firms for potential acquisition - Support for events designed to establish CAPTRUST, its advisors, and subject matter experts as thought leaders within appropriate market segments

WHO are we looking for?    CAPTRUST is seeking Wealth Financial Advisors who will attract new, affluent wealth clients to the firm using a comprehensive financial planning approach. The successful candidate will join an established wealth management and institutional advisory team providing independent advice and customized service to clients.  Competitive compensation is offered for this role as well as expanding responsibilities with a rapidly growing firm. 

WHO are we looking for?   CAPTRUST is seeking a Senior Tax Associate to work with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services.  The Senior Tax Associate is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively.  This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services. Primary responsibilities may include the following, among others:

WHO are we looking for?   A dynamic, energetic WealthRelationship Manager Associate who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. This is a full-time position working Monday through Thursday from 8:00 a.m. to 5:00 p.m. and Friday from 8:00 a.m. to 4:00 p.m. in our San Antonio, TX, office location.

WHO are we looking for?   A dynamic, energetic Senior Wealth Relationship Manager Associate who will deliver high-level customer service to clients of the firm. The successful candidate will join an established wealth management and institutional advisory team in providing independent advice and customized service to clients. The majority of work performed will be in a client facing capacity. The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. A competitive compensation package is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Senior Tax Associate who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client activites including tax planning, compliance, and executing all tax projects effectively. This position will also develop tax planning techniques for clients and make general recommendations for additional services where appropriate. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Tax Manager who will work with team members to provide high net worth families, individuals, and their related entities with tax compliance and consulting, and wealth management services. The position is responsible for adding to the team's efforts in all client relations including planning, directing, and executing all tax projects effectively. This position will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a Tax Manager who will work with team members to provide high-net-worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services. The Tax Manager is responsible for adding to the team's efforts in all client activities including tax compliance, planning, and executing all tax projects effectively.  The Tax Manager will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services. This role will work closely with the National Tax Director and financial advisors throughout CAPTRUST to service our clients from a tax perspective. The position will be managed by our national tax team and will service clients nationally. Primary responsibilities may include the following, amongst others:

WHO are we looking for?   CAPTRUST is seeking a Financial Advisor Relationship Manager who will deliver high-level customer service to clients to the firm.  A competitive salary is offered for this role as well as expanding responsibilities with a rapidly growing firm. Primary responsibilities may include the following, among others:

WHO are we looking for?   CAPTRUST is seeking a National Tax Manager who will work with team members to provide high-net-worth families, individuals, and their related entities with tax compliance, tax consulting, and wealth management services. The Tax Manager is responsible for adding to the team's efforts in all client activities including tax compliance, planning, and executing all tax projects effectively.  The Tax Manager will also develop tax planning techniques for prospective clients and make general recommendations for appropriate additional services. This role will work closely with the National Tax Director and financial advisors throughout CAPTRUST to service our clients from a tax perspective. The position will be managed by our national tax team and will service clients nationally. Primary responsibilities may include the following, amongst others:

WHO are we looking for?   CAPTRUST is seeking Retirement Plan Advisors to serve and grow a $1 million+ institutional consulting practice in multiple markets.  The Financial Advisor role is responsible for building and servicing a practice of retirement plan clients including, qualified plan sponsors, fiduciaries, key executives in nonqualified plans and plan participants – to include 401(k), 403(b), defined benefit, and nonqualified plans. For defined contribution clients, we seek the “mid-market” which we define as plans of $25 to $500 million in assets.